Sonoma Allocations provides portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer pension consulting services to employee benefit plans, including 401(k)s. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Sonoma Allocations generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees are negotiable based on the scope and complexity of the services as well as the amount of time and expertise required but generally do not exceed 1.50%.